News & Insights

Replay – The UHNW Masterclass: Power Dynamics On Wednesday, June 28, The UHNW Institute Masterclass series held its latest session, covering the essential topic of Power Dynamics. Using examples

Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor Over the past several decades, ultra-high-net-worth families have begun to feel

Welcome to The Institute: Michael Pompian from Sunpointe Investments Please join us in welcoming the newest faculty member at The UHNW Institute.  Michael Pompian, founder

The UHNW Institute’s July Theme: Estate Planning, Governance & Decision-Making Each month, The UHNW Institute identifies a specific industry theme to emphasize. Now, with Summer

The UHNW Institute Masterclass: Power Dynamics Wednesday, June 28 from 5 – 6:30 p.m. ET As part of The UHNW Institute Masterclass series, the Institute is

Resources to Help You Understand the LGBTQ+ Landscape The UHNW Institute is a non-profit, non-partisan, 501(c)(3) educational organization. As part of its commitment and values,

Welcome to The Institute: Three New Faculty Members Please join us in welcoming three new faculty members to The UHNW Institute: Bryan Kirk, Michael Sluder

Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent Thursday, July 20, 2023, from 4– 5:30 p.m. ET

The UHNW Institute’s June Theme: The Evolving Client Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and

Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately